See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,273 | $105,998-21.4% | $92,233-9.7% | $147,584-43.6% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 15.47% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,437 | $4,333-20.7% | $3,679-6.6% | $4,876-29.5% |
| Participant deferral / active EE | $5,468 | $4,478+22.1% | $3,897+40.3% | $5,439+0.5% |
| Admin fee / account holder | $2,514 | $6,332-60.3% | $5,194-51.6% | $10,885-76.9% |